Cade Johnson

Investment Analyst at Petros Family Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
Minneapolis, Minnesota, United States, US

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Credentials

  • Microsoft Office Specialist: Excel Expert 2019
    Microsoft
    May, 2020
    - Oct, 2024
  • Project Management Foundations
    Lynda.com
    Feb, 2019
    - Oct, 2024

Experience

  • Petros Family Wealth
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Investment Analyst
      • Feb 2023 - Present

      - Tailored Portfolio Management - Trading Support - Research & Analysis - Tailored Portfolio Management - Trading Support - Research & Analysis

  • Wells Fargo Advisors
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Associate
      • Apr 2022 - Feb 2023
  • Royals Investment Fund
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Equity Research Analyst
      • Sep 2020 - May 2022

      - Provide continuous analyzation of current portfolio holdings - Utilize FactSet in generating weekly analyses involving equity research, macroeconomic & industry trends, and other ad hoc projects - Discover potential investment opportunities through researching industry trends, competitive landscapes, financial analysis, valuation methods, and ESG with a BRI (Biblically Responsible Investing) framework - Develop and present in-depth reports of potential portfolio additions - Provide continuous analyzation of current portfolio holdings - Utilize FactSet in generating weekly analyses involving equity research, macroeconomic & industry trends, and other ad hoc projects - Discover potential investment opportunities through researching industry trends, competitive landscapes, financial analysis, valuation methods, and ESG with a BRI (Biblically Responsible Investing) framework - Develop and present in-depth reports of potential portfolio additions

  • Thrivent
    • United States
    • Financial Services
    • 700 & Above Employee
    • Corporate Finance Intern
      • May 2021 - Aug 2021

      - Expense management & forecasting - Leveraging PowerBI for reporting metrics - Database merging & integration using SQL - Expense management & forecasting - Leveraging PowerBI for reporting metrics - Database merging & integration using SQL

Education

  • Bethel University
    Bachelor of Arts - BA, Business Analysis and Analytics, Finance, and Computer Science
    2018 - 2022
  • Anoka-Ramsey Community College
    Associate of Arts - AA
    2016 - 2018
  • PACT CHARTER SCHOOL
    High School Diploma
    2014 - 2018

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